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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
SYON CAPITAL LLC
$1.99B
Top holdings
1
ISHARES TR
$343M
2
ALPHABET INC
$108M
3
ISHARES INC
$92.6M
SMITH GROUP ASSET MANAGEMENT, LLC
$1.96B
Top holdings
1
KLA CORP
$83M
2
COMFORT SYS USA INC
$82.1M
3
APPLE INC
$79.1M
STAIRWAY PARTNERS, LLC
$1.93B
Top holdings
1
ISHARES TR
$1.34B
2
ISHARES INC
$266M
3
VANGUARD BD INDEX FDS
$189M
SIGMA INVESTMENT COUNSELORS INC
$1.89B
Top holdings
1
ISHARES TR
$1.07B
2
VANGUARD TAX-MANAGED FDS
$145M
3
VANGUARD INDEX FDS
$61.7M
S&G FOUNDATION
$1.88B
Top holdings
1
JPMORGAN CHASE & CO
$770M
2
BERKSHIRE HATHAWAY INC DEL
$573M
3
AMERICAN EXPRESS CO
$194M
STONEX GROUP INC.
$1.86B
Top holdings
1
ISHARES TR
$371M
2
VANGUARD INDEX FDS
$188M
3
SCHWAB STRATEGIC TR
$87.7M
SHANDA ASSET MANAGEMENT HOLDINGS LTD
$1.85B
Top holdings
1
INVESCO QQQ TR
$1.27B
2
ALPHABET INC
$403M
3
AMAZON COM INC
$83.3M
SMITH CHAS P & ASSOCIATES PA CPAS
$1.84B
Top holdings
1
ISHARES TR
$122M
2
ALPHABET INC
$110M
3
APPLE INC
$107M
SEPIO CAPITAL, LP
$1.84B
Top holdings
1
EA SERIES TRUST
$621M
2
VANGUARD INDEX FDS
$183M
3
ISHARES TR
$91.5M
STANDARD INVESTMENTS LLC
$1.83B
Top holdings
1
AMAZON COM INC
$414M
2
MICROSOFT CORP
$312M
3
PTC INC
$258M
SPINNAKER TRUST
$1.81B
Top holdings
1
ISHARES TR
$375M
2
SPDR SERIES TRUST
$238M
3
SELECT SECTOR SPDR TR
$212M
SIMPLICITY WEALTH,LLC
$1.76B
Top holdings
1
AMERICAN CENTY ETF TR
$318M
2
ISHARES TR
$259M
3
DIMENSIONAL ETF TRUST
$86.5M
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
$1.76B
Top holdings
1
ALPHABET INC
$176M
2
MICROSOFT CORP
$137M
3
BERKSHIRE HATHAWAY INC DEL
$130M
SYMMETRY PARTNERS, LLC
$1.75B
Top holdings
1
DIMENSIONAL ETF TRUST
$719M
2
ISHARES TR
$373M
3
AMERICAN CENTY ETF TR
$183M
SIEMENS FONDS INVEST GMBH
$1.75B
Top holdings
1
NVIDIA CORPORATION
$116M
2
APPLE INC
$109M
3
ALPHABET INC
$103M
STRATEGIC BLUEPRINT, LLC
$1.72B
Top holdings
1
ISHARES TR
$356M
2
AMERICAN CENTY ETF TR
$159M
3
VANGUARD INDEX FDS
$119M
SEGMENT WEALTH MANAGEMENT, LLC
$1.7B
Top holdings
1
VANGUARD INDEX FDS
$137M
2
BERKSHIRE HATHAWAY INC DEL
$107M
3
ISHARES TR
$77M
SUMMIT GLOBAL INVESTMENTS
$1.69B
Top holdings
1
RBB FD INC
$860M
2
ISHARES TR
$64.2M
3
SPDR INDEX SHS FDS
$27.7M
STRATOS WEALTH ADVISORS, LLC
$1.63B
Top holdings
1
ISHARES TR
$177M
2
SPDR SERIES TRUST
$76.9M
3
STATE STR SPDR S&P 500 ETF T
$71.4M
SRB CORP
$1.63B
Top holdings
1
SELECT SECTOR SPDR TR
$397M
2
MICROSOFT CORP
$213M
3
SAFETY INS GROUP INC
$130M
